Case Studies

Status: IPO (NASDAQ: CBLK); $2.1 billion sale (VMware)

Personally Sourced: VP Marketing, acting CFO, outside director

Helped Recruit: CEO, VP Eng., VP Sales

Introductions: Fidelity, Morgan Stanley, Credit Suisse, Putnam

Todd Brennan, Founder: “Jo’s generous and personal support has helped drive our hiring and operations. I have been thankful to have him on our team many times over.”

Status: Private, profitable and over $100MM in revenues

Personally Sourced: CFO, VP Business Development

Helped Recruit: VP Product

Introductions: ADP, SuccessFactors, SumTotal, Taleo

Eric Mosley, CEO and Founder: “Eric has been an accessible resource for me and the company as we’ve grown from our initial roots in Ireland to a multi-national operation today. He is always thinking about how to help me take Globoforce to the next level.”

Status: Sold (Inmar)

Personally Sourced: VP Business Development, VP Engineering

Introductions: Major customer (resulting in a $100K order), media contacts, Google, DataXu

Jay Habegger, CEO and Founder: “Thanks to my team’s prior success with founding Bitpipe, I could be more discerning with whom we chose to work. Eric was our clear choice to work with when we founded OwnerIQ because he became truly part of the team even before the company was financed. Rather than directing, as a member of our team he collaborated in wrestling with the problems and challenges of starting and growing a company. The partnership with Eric helped us make better decisions.”

Status: Sold (TIBCO)

Personally Sourced: CEO, CFO and VP Engineering

Helped Recruit: VP Marketing, VP Sales, VP Business Dev., outside director

Introductions: Fidelity, Goldman Sachs, Morgan Stanley, State Street, Putnam, eBay, Yahoo!, IBM, BEA

Mike Stonebraker, Founder: “I have worked with many top venture firms. Jo has been my most value-add investor.”

Status: Sold (HP Enterprise)

Personally Sourced: CEO

Helped Recruit: CEO, VP Eng., VP Sales

Introductions: Goldman Sachs, Morgan Stanley, State Street, Putnam, Dell, British Petroleum, eBay

Andy Palmer, CEO and Co-Founder: “Jo has exceeded all my expectations. Vertica would not exist without him.”